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Marvin & Palmer Associates Inc Top Holdings and 13F Report (2021)

About Marvin & Palmer Associates Inc

Investment Activity

  • Marvin & Palmer Associates Inc has $66.96 million in total holdings as of September 30, 2021.
  • Marvin & Palmer Associates Inc owns shares of 23 different stocks, but just 18 companies or ETFs make up 80% of its holdings.
  • Approximately 47.15% of the portfolio was purchased this quarter.
  • About 136.80% of the portfolio was sold this quarter.
  • This quarter, Marvin & Palmer Associates Inc has purchased 27 new stocks and bought additional shares in 0 stocks.
  • Marvin & Palmer Associates Inc sold shares of 11 stocks and completely divested from 15 stocks this quarter.

Largest Holdings

O'Reilly Automotive
$3,393,782
Cardinal Health
$3,245,586
Cisco Systems
$3,222,681
Parker-Hannifin
$3,220,389
T-Mobile US
$3,216,789

Largest New Holdings this Quarter

67103H107 - O'Reilly Automotive
$3,393,782 Holding
14149Y108 - Cardinal Health
$3,245,586 Holding
17275R102 - Cisco Systems
$3,222,681 Holding
808513105 - Charles Schwab
$3,188,031 Holding
92826C839 - Visa
$3,142,224 Holding

Largest Purchases this Quarter

O'Reilly Automotive
2,369 shares (about $3.39M)
Cardinal Health
23,558 shares (about $3.25M)
Cisco Systems
52,223 shares (about $3.22M)
Charles Schwab
40,726 shares (about $3.19M)
Visa
8,966 shares (about $3.14M)

Largest Sales this Quarter

Amazon.com
23,020 shares (about $4.38M)
The Goldman Sachs Group
7,579 shares (about $4.14M)
Ameriprise Financial
7,365 shares (about $3.57M)
Morgan Stanley
30,280 shares (about $3.53M)
Parker-Hannifin
5,059 shares (about $3.08M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofMarvin & Palmer Associates Inc

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
O'Reilly Automotive, Inc. stock logo
ORLY
O'Reilly Automotive
$3,393,782$3,393,782 ▲New Holding2,3695.1%Retail/Wholesale
Cardinal Health, Inc. stock logo
CAH
Cardinal Health
$3,245,586$3,245,586 ▲New Holding23,5584.8%Medical
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$3,222,681$3,222,681 ▲New Holding52,2234.8%Computer and Technology
Parker-Hannifin Co. stock logo
PH
Parker-Hannifin
$3,220,389$3,075,113 ▼-48.8%5,2984.8%Industrials
T-Mobile US, Inc. stock logo
TMUS
T-Mobile US
$3,216,789$2,773,784 ▼-46.3%12,0614.8%Computer and Technology
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$3,192,008$255,361 ▼-7.4%3,3754.8%Retail/Wholesale
The Charles Schwab Co. stock logo
SCHW
Charles Schwab
$3,188,031$3,188,031 ▲New Holding40,7264.8%Finance
Visa Inc. stock logo
V
Visa
$3,142,224$3,142,224 ▲New Holding8,9664.7%Business Services
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$3,139,5950.0%12,7994.7%Finance
Arthur J. Gallagher & Co. stock logo
AJG
Arthur J. Gallagher & Co.
$3,129,946$3,129,946 ▲New Holding9,0664.7%Finance
Ameriprise Financial, Inc. stock logo
AMP
Ameriprise Financial
$3,090,558$3,565,470 ▼-53.6%6,3844.6%Finance
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$3,065,779$4,140,331 ▼-57.5%5,6124.6%Finance
RTX Co. stock logo
RTX
RTX
$2,984,589$2,984,589 ▲New Holding22,5324.5%Aerospace
eBay Inc. stock logo
EBAY
eBay
$2,958,108$2,958,108 ▲New Holding43,6754.4%Retail/Wholesale
Meta Platforms, Inc. stock logo
META
Meta Platforms
$2,904,278$230,544 ▼-7.4%5,0394.3%Computer and Technology
International Business Machines Co. stock logo
IBM
International Business Machines
$2,882,467$2,882,467 ▲New Holding11,5924.3%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$2,841,931$2,532,282 ▼-47.1%12,7944.2%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$2,823,078$4,379,785 ▼-60.8%14,8384.2%Retail/Wholesale
Morgan Stanley stock logo
MS
Morgan Stanley
$2,811,397$3,532,768 ▼-55.7%24,0974.2%Finance
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$2,795,304$3,009,261 ▼-51.8%5,6444.2%Medical
NVIDIA Co. stock logo
NVDA
NVIDIA
$2,283,567$2,692,918 ▼-54.1%21,0703.4%Computer and Technology
iShares MSCI Poland ETF stock logo
EPOL
iShares MSCI Poland ETF
$2,030,165$2,030,165 ▲New Holding72,4803.0%ETF
iShares MSCI UAE ETF stock logo
UAE
iShares MSCI UAE ETF
$1,396,122$1,396,122 ▲New Holding82,2702.1%ETF
KKR & Co. Inc. stock logo
KKR
KKR & Co. Inc.
$0$7,303,352 ▼-100.0%00.0%Finance
Interactive Brokers Group, Inc. stock logo
IBKR
Interactive Brokers Group
$0$7,280,747 ▼-100.0%00.0%Finance
Blackstone Inc. stock logo
BX
Blackstone
$0$7,015,942 ▼-100.0%00.0%Finance
Oracle Co. stock logo
ORCL
Oracle
$0$6,166,513 ▼-100.0%00.0%Computer and Technology
Trane Technologies plc stock logo
TT
Trane Technologies
$0$4,807,829 ▼-100.0%00.0%Construction
Invesco QQQ stock logo
QQQ
Invesco QQQ
$0$4,764,664 ▼-100.0%00.0%Finance
Hilton Worldwide Holdings Inc. stock logo
HLT
Hilton Worldwide
$0$3,362,859 ▼-100.0%00.0%Consumer Discretionary
ServiceNow, Inc. stock logo
NOW
ServiceNow
$0$3,213,224 ▼-100.0%00.0%Computer and Technology
United Rentals, Inc. stock logo
URI
United Rentals
$0$2,911,451 ▼-100.0%00.0%Construction
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$0$2,902,121 ▼-100.0%00.0%Retail/Wholesale
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$0$2,888,201 ▼-100.0%00.0%ETF
Marvell Technology, Inc. stock logo
MRVL
Marvell Technology
$0$2,662,287 ▼-100.0%00.0%Computer and Technology
Grupo Financiero Galicia S.A. stock logo
GGAL
Grupo Financiero Galicia
$0$2,453,538 ▼-100.0%00.0%Finance
Lumentum Holdings Inc. stock logo
LITE
Lumentum
$0$1,930,011 ▼-100.0%00.0%Computer and Technology
Sea Limited stock logo
SE
SEA
$0$1,749,589 ▼-100.0%00.0%Computer and Technology

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data